+40.1%
BBY vs AMRZ
-20.3%
+60.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.4% |
| 7D | +0.7% | -8.1% | +8.8% | +2.6% |
| 30D | +5.8% | -14.8% | +20.6% | +9.5% |
| 3M | +18.0% | -19.7% | +37.8% | +23.2% |
| 6M | +39.8% | -30.8% | +70.7% | +50.5% |
| YTD | +35.4% | -24.3% | +59.7% | +39.0% |
| 1Y | +21.4% | -24.0% | +45.4% | +23.0% |
| All | +40.1% | -20.3% | +60.4% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AMRZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling